Swedbank AB Acquires 146,152 Shares of Analog Devices, Inc. $ADI

Key Points

• Swedbank AB increased its stake in Analog Devices by 4.0%, buying 146,152 shares to hold 3,763,347 shares in total—ADI is about 1.0% of Swedbank’s portfolio and Swedbank owned roughly 0.77% of ADI worth ~$1.02 billion at quarter end.
• Strong Q1 results and outlook: ADI beat estimates (EPS $2.46 vs $2.31; revenue $3.16B vs $3.10B, +30.4% YoY) and set Q2 guidance of $2.73–3.03, spurring analyst upgrades and a consensus "Moderate Buy" with an average target around $370.69.
• Dividend hike and insider activity: ADI raised its quarterly dividend to $1.10 ($4.40 annual, ~1.1% yield) but carries a high payout ratio (~80%), and insiders—including CEO Vincent Roche—sold shares under pre‑arranged plans.

Swedbank AB boosted its holdings in shares of Analog Devices, Inc. (NASDAQ:ADI - Free Report) by 4.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 3,763,347 shares of the semiconductor company's stock after purchasing an additional 146,152 shares during the period. Analog Devices comprises approximately 1.0% of Swedbank AB's investment portfolio, making the stock its 14th biggest position. Swedbank AB owned 0.77% of Analog Devices worth $1,020,620,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Mitsubishi UFJ Asset Management Co. Ltd. lifted its stake in Analog Devices by 4.4% during the fourth quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,093,703 shares of the semiconductor company's stock worth $299,390,000 after purchasing an additional 46,592 shares during the last quarter. SBI Securities Co. Ltd. lifted its stake in shares of Analog Devices by 3.7% in the 4th quarter. SBI Securities Co. Ltd. now owns 2,102 shares of the semiconductor company's stock valued at $570,000 after acquiring an additional 75 shares during the last quarter. Nordwand Advisors LLC lifted its stake in shares of Analog Devices by 4.2% in the 4th quarter. Nordwand Advisors LLC now owns 3,330 shares of the semiconductor company's stock valued at $903,000 after acquiring an additional 135 shares during the last quarter. Principal Financial Group Inc. lifted its stake in shares of Analog Devices by 2.3% in the 4th quarter. Principal Financial Group Inc. now owns 549,174 shares of the semiconductor company's stock valued at $148,936,000 after acquiring an additional 12,089 shares during the last quarter. Finally, QRG Capital Management Inc. lifted its stake in shares of Analog Devices by 6.5% in the 4th quarter. QRG Capital Management Inc. now owns 76,317 shares of the semiconductor company's stock valued at $20,697,000 after acquiring an additional 4,662 shares during the last quarter. 86.81% of the stock is currently owned by institutional investors.

Analog Devices Stock Performance

Shares of Analog Devices stock opened at $404.77 on Wednesday. The company has a current ratio of 1.76, a quick ratio of 1.35 and a debt-to-equity ratio of 0.21. The business has a 50-day moving average price of $342.55 and a two-hundred day moving average price of $300.49. Analog Devices, Inc. has a 1-year low of $194.26 and a 1-year high of $408.37. The company has a market cap of $197.61 billion, a P/E ratio of 74.00, a PEG ratio of 1.60 and a beta of 1.19.

Analog Devices (NASDAQ:ADI - Get Free Report) last issued its quarterly earnings results on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share for the quarter, topping analysts' consensus estimates of $2.31 by $0.15. Analog Devices had a return on equity of 12.49% and a net margin of 23.02%.The firm had revenue of $3.16 billion during the quarter, compared to the consensus estimate of $3.10 billion. During the same period last year, the business posted $1.63 EPS. The business's revenue was up 30.4% compared to the same quarter last year. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. As a group, analysts anticipate that Analog Devices, Inc. will post 11.35 EPS for the current year.

Analog Devices Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd were issued a dividend of $1.10 per share. This represents a $4.40 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date was Tuesday, March 3rd. This is an increase from Analog Devices's previous quarterly dividend of $0.99. Analog Devices's dividend payout ratio (DPR) is 80.44%.

Trending Headlines about Analog Devices

Here are the key news stories impacting Analog Devices this week:

• Positive Sentiment: Q1 results, revenue and guidance strength — ADI reported a solid quarter (EPS and revenue beat) and set Q2 fiscal‑2026 guidance of $2.73–$3.03, supporting the stock’s momentum and valuation premium. MarketBeat ADI coverage
• Positive Sentiment: Broker upgrades and higher price targets — Multiple firms (Barclays, Susquehanna, Jefferies, Oppenheimer) raised targets or reiterated buy/overweight views after the beat/guidance, which can drive further buying interest. MarketBeat ADI coverage
• Positive Sentiment: Peer / sector momentum and growth positioning — Analysts and commentaries highlight ADI’s strong growth outlook among data‑converter/analog peers and list ADI as a momentum name benefiting from industrial, data‑center and AI-related demand. Analog Devices: Strongest Growth Outlook Among DAO Peers
• Positive Sentiment: Dividend increase — ADI raised its quarterly payout most recent: $1.10, signaling confidence in cash flow and supporting income‑oriented buyers. MarketBeat ADI coverage
• Neutral Sentiment: CEO sale disclosed — CEO Vincent Roche sold 10,000 shares (May 1) for ~$397.91 per share under a pre‑arranged Rule 10b5‑1 plan; the sale reduces his stake modestly but was planned and disclosed. Vincent Roche Sells 10,000 Shares of Analog Devices Stock
• Neutral Sentiment: Positive headlines and momentum screen inclusion — ADI appears on momentum stock lists and market roundup pieces, which can amplify flows but aren’t direct fundamental drivers. 1 Momentum Stock to Consider Right Now
• Negative Sentiment: Rating downgrade from one shop — Weiss Ratings trimmed ADI from a buy to a hold, which could weigh on sentiment for some funds or retail investors. (Note: consensus remains a Moderate Buy.) Weiss Ratings
• Negative Sentiment: High payout ratio — the reported dividend payout ratio (~80%) raises a modest sustainability question if growth or margins slow; worth watching vs. cash flow trends.

Analyst Ratings Changes

ADI has been the subject of a number of research reports. Morgan Stanley reiterated an "overweight" rating and issued a $373.00 price target on shares of Analog Devices in a research note on Thursday, February 19th. Bank of America increased their price target on Analog Devices from $400.00 to $425.00 and gave the company a "buy" rating in a research note on Monday, April 13th. JPMorgan Chase & Co. increased their price target on Analog Devices from $320.00 to $400.00 and gave the company an "overweight" rating in a research note on Thursday, February 19th. Robert W. Baird set a $365.00 price target on Analog Devices in a research note on Thursday, February 19th. Finally, Piper Sandler increased their price target on Analog Devices from $250.00 to $360.00 and gave the company a "neutral" rating in a research note on Thursday, February 19th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-four have given a Buy rating and four have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average target price of $370.69.

Insider Transactions at Analog Devices

In other Analog Devices news, CEO Vincent Roche sold 10,000 shares of the stock in a transaction dated Friday, May 1st. The stock was sold at an average price of $397.91, for a total transaction of $3,979,100.00. Following the completion of the sale, the chief executive officer directly owned 187,538 shares in the company, valued at approximately $74,623,245.58. This trade represents a 5.06% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Michael Sondel sold 4,199 shares of the firm's stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $361.02, for a total value of $1,515,922.98. Following the completion of the sale, the chief accounting officer owned 14,740 shares of the company's stock, valued at approximately $5,321,434.80. This represents a 22.17% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 24,199 shares of company stock valued at $8,676,423. Company insiders own 0.36% of the company's stock.

Analog Devices Company Profile

Analog Devices, Inc NASDAQ: ADI is a multinational semiconductor company that designs, manufactures and markets a broad portfolio of analog, mixed-signal and digital signal processing integrated circuits. Founded in 1965 by Ray Stata and Matthew Lorber, the company has grown into a leading supplier of components that convert, condition and process real-world signals for electronic systems. Analog Devices is headquartered in Massachusetts and serves customers around the world across multiple end markets.

The company's product lineup includes data converters (ADCs and DACs), amplifiers, power management ICs, radio-frequency (RF) and microwave components, sensors and MEMS devices, signal chain and isolation products, timing and clocking solutions, and embedded processors and software for system-level design.

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